--- schema_version: "1" id: 26772402a4834f6dd39f30e29141700cde99343f6bd07377e32b53579bdd37bb title: Sample User, Role, and Profile Validation Rules collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/fields_useful_validation_formulas_userroleprofile.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.fields_useful_validation_formulas_userroleprofile.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 22431c1b4adab12d79c38e0e8a94be2260b8eb5c87ca93911b75b71e4004cb02 description: Examples on how to validate custom user, role, and profile fields. products: - Salesforce Platform - Security release: "264" --- # Sample User, Role, and Profile Validation Rules Examples on how to validate custom user, role, and profile fields. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
For more information on any of the formula functions used in these examples, see [Formula Operators and Functions](https://help.salesforce.com/s/articleView?id=platform.customize_functions.htm&release=264.0.0&type=5 "Use these operators and functions when building formulas. All functions are available everywhere that you can include a formula, such as formula fields, validation rules, approval processes, and workflow rules, unless otherwise specified."). ## Discount Percent Does Not Exceed Role-Based Limit
Field Value
Description: Validates that a custom field on opportunities called Discount Percent does not exceed a maximum value that varies depending on the user’s role. The default maximum is 15%.
Formula: 
Discount_Percent__c > VLOOKUP(
    $ObjectType.Role_Limits__c.Fields.Limit__c,
    $ObjectType.Role_Limits__c.Fields.Name, 
    $UserRole.Name
)
Error Message: Discount (%) exceeds limit allowed for your role.
Error Location: Discount Percent
## Expense Amount Does Not Exceed User's Max Allowed Expense
Field Value
Description: Validates a custom field called Expense Amount against a custom user field called Max Allowed Expense.
Formula: 
Expense_Amount__c > $User.Max_Allowed_Expense__c
Error Message: Amount cannot exceed your maximum allowed expense.
Error Location: Expense Amount
## Only Record Owner Can Change Field
Field Value
Description: Ensures that only the record owner can make changes to a custom field called Personal Goal.
Formula: 
AND(
   ISCHANGED( Personal_Goal__c ),
   Owner <> $User.Id 
)
Error Message: Only record owner can change Personal Goal.
Error Location: Personal Goal
## Only Record Owner or Administrator Can Change Field
Field Value
Description: Ensures that a user can make changes to a custom field called Personal Goal only if the user is the record owner or has a custom profile of “Custom: System Admin.”
Formula: 
AND(
    ISCHANGED( Personal_Goal__c ), 
    Owner <> $User.Id, 
    $Profile.Name <> "Custom: System Admin" 
)

$Profile merge fields are only available in Enterprise, Unlimited, Performance, and Developer Editions.
Error Message: Only record owner or administrator can change Personal Goal.
Error Location: Personal Goal
## Opportunity Close Date Can Only Be Back-Dated by Administrator
Field Value
Description: Validates that the Close Date of an opportunity does not fall prior to the current month, except for users who have a custom profile called “Custom: System Admin.”
Formula: 
AND(
  OR (
     ISNEW(), 
     ISCHANGED( CloseDate )), 
  CloseDate < DATE( YEAR(TODAY()), MONTH(TODAY()), 1),
   $Profile.Name <> "Custom: System Admin"
)

$Profile merge fields are only available in Enterprise, Unlimited, Performance, and Developer Editions.
Error Message: Close Date cannot be prior to current month.
Error Location: Close Date